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The useful guide to reaching your retirement goals

£125.00£175.00

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Future guides are included for FREE on our Yardstick Membership packages. Click here to request details.

This guide encourages clients to start thinking about what they want to get out of retirement and whether they’re taking the right steps to reach their goals.

It covers how to bring together retirement dreams and pension savings to turn plans into a reality.

We know that allowances, tax rates, and more can change. To ensure your guide is accurate, we will review and update the content, if necessary, when you place an order. That way, you can rest assured that your guide will reflect current legislation and add value to your clients.

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What happens after you order?
Terms & Conditions

The package includes:

  • The guide rebranded with your corporate colours, logo and contact details
  • If we have previously developed your website, or you take Yardstick Membership from us (our newsletter and blog packages), we will also add the guide to your website

After you have placed your order:

For existing clients:

We will:

  • Contact you if there’s information that we need
  • Update the guide content if necessary
  • Produce the guide
  • Send it to you for approval
  • Add it to your website.

For new clients:

We will:

  • Contact you to get the information we need
  • Update the guide content if necessary
  • Produce the guide
  • Send it to you for approval.

We like to keep things as simple as we can, but there are a few things you should know:

  • The guide is yours to use as you wish. There are no restrictions on how or where you can use it.
  • This is an electronic guide. We can provide final print files for an extra cost if you plan to print copies. Please contact us for more information.
  • The price includes reasonable amendments requested by your compliance department.
  • We’ll always do our best to deliver the guide to you as quickly as possible. However, delays sometimes occur. If this is the case, we’ll always keep you fully informed.
  • The guide is a one-off purchase. All information is correct at the time of purchase. Updated versions can be purchased in the future for a significantly discounted price.

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